MYIA
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Mount Yale Investment Advisors’s XP XP Stock Holding History

Mount Yale Investment Advisors’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$187K Buy
+11,481
New +$205K ﹤0.01% 1153

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Mount Yale Investment Advisors's XP Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in XP (XP) in Q2 2026: 11,481 shares worth $187K. The stake represents ﹤0.01% of the portfolio and ranks #1153 among its holdings.

320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Mount Yale Investment Advisors held 11,481 shares of XP worth $187K as of Q2 2026.
  • XP was a new Mount Yale Investment Advisors position in Q2 2026.
  • XP made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1153 holding.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.